Professional Context
Professional Affiliations
Qualifications and affiliations that are relevant to my current professional work, presented as context rather than as the purpose of this site.
Current
Professional qualifications and affiliations
Series 65
Current qualification associated with my work as an investment adviser representative. Registration and licensing information should be verified through the appropriate regulatory sources.
CFA Institute
Regular member since 2000. This site does not claim CFA charterholder status.
Boston University Certificate in Financial Planning
Completed formal certificate coursework in financial planning. A university certificate is distinct from holding the CFP® certification.
Global Advisers, LLC
Founder, Chief Executive Officer, Managing Member, portfolio manager, and investment adviser representative of the firm.
Accuracy
Credentials should clarify, not decorate
Professional designations and affiliations can be useful shorthand, but they should be described precisely. This page distinguishes memberships, licenses, qualifications, and academic certificates rather than treating them as interchangeable.
